Paul serves as Managing Director at Geller Advisors LLC. He has over 30 years of experience in the investments, wealth management and family office markets, as well as in philanthropic consulting. As a Lead Relationship Executive, Paul is responsible for building meaningful relationships with clients and overseeing all aspects of their service delivery.
Prior to joining Geller, Paul led the national Family Office, ultra-high-net-worth (UHNW), and philanthropic management practice at Fiduciary Trust Company International as the Executive Vice President and Head of Family Office Services, Foundations and Endowments & Investor Services. During his tenure he developed a number of solutions to enhance the family office client experience, including Family Dynamics, Governance and Education services, and Philanthropic Consulting specific to UHNW charitable strategies.
In addition, Paul spent nine years at Abbot Downing as the Northeast Regional Managing Director where he led all aspects of strategy execution for the region, including the design of outsourced CIO services for UHNW families, foundations, and endowments. He also served on the Investment Strategy and Management Committees. Prior to this, Paul served in leadership roles at Bank of America, U.S. Trust, Merrill Lynch, and The Bank of New York.
Paul graduated from Saint Lawrence University with a Bachelor of Arts in History. He has a Trust Investment Management certification from the NY Bankers Association. Paul is a Board Member of both the Historical Society of Pennsylvania and Ridgewood High School Alumni Association, as well as a member of the Strategic Finance and Golf Committees at Arcola Country Club in Paramus, NJ.